EP Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
36,163
+1,998
| +6% | +$174K | 0.02% | 334 |
|
|
2025
Q1 | $3.07M | Buy |
34,165
+21,221
| +164% | +$1.91M | 0.02% | 292 |
|
|
2024
Q4 | $1.03M | Sell |
12,944
-3,136
| -20% | -$251K | 0.01% | 491 |
|
|
2024
Q3 | $1.45M | Buy |
16,080
+3,825
| +31% | +$344K | 0.01% | 418 |
|
|
2024
Q2 | $965K | Buy |
12,255
+3,931
| +47% | +$309K | 0.01% | 398 |
|
|
2024
Q1 | $725K | Sell |
8,324
-322
| -4% | -$28.1K | 0.01% | 437 |
|
|
2023
Q4 | $712K | Sell |
8,646
-11,713
| -58% | -$965K | 0.01% | 425 |
|
|
2023
Q3 | $1.6M | Sell |
20,359
-111,321
| -85% | -$8.72M | 0.02% | 262 |
|
|
2023
Q2 | $1.6M | Buy |
131,680
+114,176
| +652% | +$1.39M | 0.02% | 275 |
|
|
2023
Q1 | $1.22M | Buy |
17,504
+12,767
| +270% | +$890K | 0.02% | 283 |
|
|
2022
Q4 | $368K | Sell |
4,737
-7,032
| -60% | -$546K | 0.01% | 430 |
|
|
2022
Q3 | $950K | Buy |
11,769
+3,836
| +48% | +$310K | 0.02% | 239 |
|
|
2022
Q2 | $712K | Buy |
7,933
+3,561
| +81% | +$320K | 0.02% | 311 |
|
|
2022
Q1 | $485K | Sell |
4,372
-727
| -14% | -$80.6K | 0.01% | 387 |
|
|
2021
Q4 | $527K | Sell |
5,099
-442
| -8% | -$45.7K | 0.01% | 344 |
|
|
2021
Q3 | $695K | Buy |
5,541
+270
| +5% | +$33.9K | 0.02% | 282 |
|
|
2021
Q2 | $654K | Buy |
5,271
+1,172
| +29% | +$145K | 0.02% | 294 |
|
|
2021
Q1 | $484K | Buy |
4,099
+781
| +24% | +$92.2K | 0.02% | 328 |
|
|
2020
Q4 | $389K | Buy |
3,318
+381
| +13% | +$44.7K | 0.01% | 307 |
|
|
2020
Q3 | $305K | Sell |
2,937
-218
| -7% | -$22.6K | 0.01% | 289 |
|
|
2020
Q2 | $289K | Buy |
3,155
+78
| +3% | +$7.15K | 0.01% | 312 |
|
|
2020
Q1 | $277K | Buy |
3,077
+370
| +14% | +$33.3K | 0.01% | 318 |
|
|
2019
Q4 | $307K | Sell |
2,707
-196
| -7% | -$22.2K | 0.01% | 327 |
|
|
2019
Q3 | $315K | Buy |
2,903
+348
| +14% | +$37.8K | 0.02% | 270 |
|
|
2019
Q2 | $249K | Buy |
+2,555
| New | +$249K | 0.02% | 265 |
|
|
2016
Q1 | – | Sell |
-133,965
| Closed | -$10.3M | – | 155 |
|
|
2015
Q4 | $10.3M | Buy |
133,965
+4,247
| +3% | +$327K | 1.73% | 24 |
|
|
2015
Q3 | $8.68M | Sell |
129,718
-9,093
| -7% | -$609K | 1.66% | 23 |
|
|
2015
Q2 | $10.3M | Buy |
138,811
+9,357
| +7% | +$693K | 1.93% | 25 |
|
|
2015
Q1 | $10.1M | Buy |
+129,454
| New | +$10.1M | 1.9% | 25 |
|